The analyst states they did not sell a large portion of their SIVE shares and intends to accumulate more before significant industry inflections.
The analyst is trying to own as much as possible before 1.6T pluggables and CPO architectural inflections hit, indicating a bullish stance on SIVE.
I blocked them since they're known for spreading disinformation. Especially after it was exposed around their short seller activity, that there were marketing accounts telling people to sell. These accounts had histories of promoting the same Asian crypto launches. - They spread defamation like saying I used AI to fabricate reports on CW laser LTAs from $AMD, despite the report coming directly from Trendforce. Then they tried to hide references to the actual source after they were proven wrong. - I didn't sell a good chunk of my $SIVE position, I own 1M+ shares (not USD) as one of the largest individual shareholders. Don't see a reason to exit my position since I'm trying to own as much as possible before 1.6T pluggables and CPO architectural inflections hit. Better not to give malicious accounts additional views.
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